Nicholas has been especially hot since the end of 2009, riding longtime holdings such as auto parts retailer O ' ReillyAutomotive , up fivefold in the five years ended on Dec. 31, and money manager Affiliated Managers Group, which tripled

it yourself" and commercial autoparts side of the business, led by large-scale retailers like AutoZone AZO, O ' ReillyAutomotive ORLY, Genuine Parts GPC, and Advance Auto Parts AAP. According to Morningstar analyst Liang Feng, this consolidation

momentum fund, and it doesn't own a ton of tech. Its path to great results in 2014 came from duller retailers like O ' ReillyAutomotive ORLY, CarMax KMX, and Signet Jewelers SIG. Management looks for companies generating strong returns on invested

Liang Feng: We are happy to nominate Gregory Henslee, the CEO of [TICKER:ORLY] O ' ReillyAutomotive (ORLY), as one of the three finalists for Morningstar's CEO of the Year award. We believe that Henslee and his team at O

Liang Feng: We are happy to nominate Gregory Henslee, the CEO of [TICKER:ORLY] O'ReillyAutomotive (ORLY), as one of the three finalists for Morningstar's CEO of the Year award. We believe that Henslee and his team at

allocation skills possessed by this year's group of finalists. The first finalist is the CEO of narrow-moat O ' ReillyAutomotive ORLY, Greg Henslee, who has been in the role since 2005 and has been with the company for almost 30 years, starting

repurchases, in most cases, issuing debt to fund these activities. Lowe's LOW (rating: A, wide moat) and O ' ReillyAutomotive ORLY (rating: BBB, no moat) are two such names, having ended the most recent quarter just inside their respective

well overweight the market, with four of their top 25 holdings-- TJX Companies TJX, Advance Auto Parts AAP, O ' ReillyAutomotive ORLY, and Mohawk Industries MHK--accounting for more than three fourths of the 24% that the sector makes up